Zurich Cantonal Bank’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Buy |
5,937
+175
| +3% | +$47K | ﹤0.01% | 1201 |
|
|
2025
Q4 | $1.65M | Buy |
5,762
+36
| +0.6% | +$10.7K | 0.01% | 1058 |
|
|
2025
Q3 | $1.82M | Buy |
5,726
+72
| +1% | +$24.9K | ﹤0.01% | 967 |
|
|
2025
Q2 | $1.96M | Sell |
5,654
-67
| -1% | -$24.9K | ﹤0.01% | 871 |
|
|
2025
Q1 | $2.4M | Buy |
5,721
+106
| +2% | +$43.3K | 0.01% | 749 |
|
|
2024
Q4 | $2.31M | Buy |
5,615
+311
| +6% | +$139K | 0.01% | 789 |
|
|
2024
Q3 | $2.86M | Buy |
5,304
+518
| +11% | +$236K | 0.01% | 703 |
|
|
2024
Q2 | $1.73M | Buy |
4,786
+280
| +6% | +$106K | 0.01% | 804 |
|
|
2024
Q1 | $1.81M | Sell |
4,506
-354
| -7% | -$130K | 0.01% | 791 |
|
|
2023
Q4 | $1.63M | Buy |
4,860
+1,015
| +26% | +$305K | 0.01% | 818 |
|
|
2023
Q3 | $1.13M | Buy |
3,845
+315
| +9% | +$81.5K | 0.01% | 905 |
|
|
2023
Q2 | $741K | Sell |
3,530
-258
| -7% | -$57.6K | ﹤0.01% | 1115 |
|
|
2023
Q1 | $878K | Buy |
3,788
+87
| +2% | +$20.8K | ﹤0.01% | 964 |
|
|
2022
Q4 | $921K | Sell |
3,701
-66
| -2% | -$17K | ﹤0.01% | 910 |
|
|
2022
Q3 | $837K | Buy |
3,767
+810
| +27% | +$171K | 0.01% | 907 |
|
|
2022
Q2 | $568K | Hold |
2,957
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q1 | $521K | Sell |
2,957
-1,075
| -27% | -$193K | ﹤0.01% | 1307 |
|
|
2021
Q4 | $777K | Sell |
4,032
-659
| -14% | -$132K | ﹤0.01% | 1150 |
|
|
2021
Q3 | $837K | Hold |
4,691
| – | – | ﹤0.01% | 1005 |
|
|
2021
Q2 | $907K | Hold |
4,691
| – | – | 0.01% | 927 |
|
|
2021
Q1 | $1.04M | Buy |
4,691
+55
| +1% | +$13.4K | 0.01% | 873 |
|
|
2020
Q4 | $1.14M | Sell |
4,636
-379
| -8% | -$88.4K | 0.01% | 902 |
|
|
2020
Q3 | $1.05M | Buy |
5,015
+1,039
| +26% | +$218K | 0.01% | 838 |
|
|
2020
Q2 | $763K | Sell |
3,976
-1,026
| -21% | -$181K | 0.01% | 869 |
|
|
2020
Q1 | $741K | Sell |
5,002
-14,226
| -74% | -$2.29M | 0.01% | 791 |
|
|
2019
Q4 | $3.19M | Buy |
19,228
+5,960
| +45% | +$1.05M | 0.02% | 542 |
|
|
2019
Q3 | $2.46M | Buy |
13,268
+7,404
| +126% | +$1.68M | 0.02% | 602 |
|
|
2019
Q2 | $1.49M | Buy |
5,864
+1,626
| +38% | +$336K | 0.01% | 723 |
|
|
2019
Q1 | $757K | Buy |
4,238
+2,674
| +171% | +$429K | 0.01% | 825 |
|
|
2018
Q4 | $208K | Buy |
1,564
+410
| +36% | +$53.2K | ﹤0.01% | 1184 |
|
|
2018
Q3 | $147K | Buy |
1,154
+485
| +72% | +$60.3K | ﹤0.01% | 1481 |
|
|
2018
Q2 | $78K | Hold |
669
| – | – | ﹤0.01% | 1808 |
|
|
2018
Q1 | $79K | Hold |
669
| – | – | ﹤0.01% | 1740 |
|
|
2017
Q4 | $82K | Hold |
669
| – | – | ﹤0.01% | 1699 |
|
|
2017
Q3 | $81K | Hold |
669
| – | – | ﹤0.01% | 1508 |
|
|
2017
Q2 | $84K | Hold |
669
| – | – | ﹤0.01% | 1474 |
|
|
2017
Q1 | $82K | Sell |
669
-200
| -23% | -$23.3K | ﹤0.01% | 1494 |
|
|
2016
Q4 | $98K | Sell |
869
-128
| -13% | -$13.6K | ﹤0.01% | 1307 |
|
|
2016
Q3 | $102K | Buy |
997
+104
| +12% | +$10.3K | ﹤0.01% | 1254 |
|
|
2016
Q2 | $89K | Hold |
893
| – | – | ﹤0.01% | 1210 |
|
|
2016
Q1 | $83K | Buy |
893
+238
| +36% | +$22.4K | ﹤0.01% | 1226 |
|
|
2015
Q4 | $63K | Buy |
+655
| New | +$59.4K | ﹤0.01% | 1325 |
|
Other funds holding ERIE
VCM
VPM
